Podcast Episodes
Back to SearchConfluence of Ideas - The Regional Threats from the Taliban in Afghanistan
Episode 92
Bill O’Grady, Chief Market Strategist, Patrick Fearon-Hernandez, Market Strategist, and Thomas Wash, Staff Economist, discuss the geopolitical proble…
4 years, 7 months ago
Asset Allocation Weekly - The Omicron Problem (12/10/2021)
Episode 91
The emergence of the COVID-19 variant, Omicron, appears to have changed inflation expectations at the Fed and gave financial markets quite a jolt as …
4 years, 7 months ago
Asset Allocation Weekly - An Update on Gold (12/3/2021)
Episode 90
As inflation heats up, will gold prices do the same? Chief Market Strategist Bill O'Grady gives an update on the price of gold.
4 years, 7 months ago
Asset Allocation Weekly - The Composition of the FOMC (11/19/2021)
Episode 89
President Biden has some open positions to fill on the Federal Reserve Board, and the process bears close watching as the market anticipates future d…
4 years, 8 months ago
Asset Allocation Weekly - The Citigroup Economic Surprise Index and Bond Yields (11/12/2021)
Episode 88
Where are bond yields headed? An index that may be little-known among many investors, the Citigroup Economic Surprise Index, might provide some valua…
4 years, 8 months ago
Asset Allocation Weekly - Is Monetary Policy Affected by Financial Markets? (11/5/2021)
Episode 87
Chief Market Strategist Bill O'Grady is here to discuss the market's influence on the Fed. Can we, with any confidence, look to the performance of fi…
4 years, 8 months ago
Asset Allocation Weekly - The Debt Ceiling and the Platinum Coin (10/29/2021)
Episode 86
Raising the federal debt limit has reemerged this fall as a political issue with the potential to impact the financial markets. Chief Market Strategi…
4 years, 8 months ago
Asset Allocation Weekly - The Inflation Adjustment for Social Security Benefits in 2022 (10/22/2021)
Episode 85
Social security recipients will be getting a raise next year: cost of living adjustment (COLA) announced by the federal government is 5.9%. Market St…
4 years, 9 months ago
Asset Allocation Weekly - Globalization Isn’t What It Used to Be (10/15/2021)
Episode 84
The pandemic has shown that globalization is ill-suited to deal with global supply shocks. In this week's episode, Staff Economist Thomas Wash elabor…
4 years, 9 months ago
Asset Allocation Weekly - Has Bitcoin Become a Substitute for Gold? (10/8/2021)
Episode 83
Has Bitcoin become a substitute for gold, and is there a fit for Bitcoin within a risk-sensitive investment portfolio? Market Strategist Patrick Fear…
4 years, 9 months ago